Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner, July 1992

Education

  • BFA Bachelor of Fine Arts, Fine Arts, Michigan State University, East Lansing, MI June 1973

Interests

  • My children are college graduates with careers as a Privacy Analyst (son) and Automotive Digital Designer (daughter)
  • I am an active patroller for National Ski Patrol for 45 years.
  • My favorite sports are snow skiing and swimming.

Community participation

  • First Responder promoting ski safety in Harbor Springs, Michigan.